See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,985 | $74,888-46.6% | $71,209-43.8% | $142,382-71.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.04% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,857 | $2,854+0.1% | $2,721+5.0% | $4,299-33.5% |
| Participant deferral / active EE | $4,557 | $4,454+2.3% | $4,175+9.2% | $6,507-30.0% |
| Admin fee / account holder | $1,714 | $5,568-69.2% | $5,349-68.0% | $12,624-86.4% |